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WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC

THE WOODLANDS, TX · CRD 226545 · IAPD ↗ · 720-938-6436

$302.5MRegulatory AUM
1Advisory reps
2Employees
13Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2026 — WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC (THE WOODLANDS, TX) left the SEC roster (was $302.5M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
68
April 2024 — WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC now reports custody of client assets ($3.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.